Zuora Editions from August 1, 2017 to June 30, 2019

Subscription Pricing Catalog

Subscription pricing catalog that includes the ability to create one-time, recurring, and usage pricing models.

Entitlements

The ability to track features per product and enable feature-level provisioning.

Currencies

Price services in different currencies.

Subscription and Amendment Lifecycle Management

Change subscriptions mid-stream, and for downstream processes such as billing, payment and revenue operations to automatically adjust based on those changes.

Owner Transfers for Subscriptions

Manage complex subscription and billing relationships in a customer account. Set account owner and invoice owners at the subscription.

Account Hierarchies

Manage customers that have parent-child accounts or multiple enterprise divisions.

Multi-Action Order Management

The ability to create orders with multiple actions in Zuora, for new subscriptions and subscription changes.

Usage Ingestion

Ingest usage events via API or import usage events via the UI.

Rating

The rate for usage events against Zuora's product rate plans to determine how much to charge a customer.

Hosted Payment and Subscribe Pages

Point and click tools to create pages that enable secure capture of payment and order information on web commerce portals.

Electronic Payment Collections

Automatic processing of electronic payments through one of Zuora's pre-integrated payment gateways.

Payment Gateways

Pre-built integrations for payment gateways.

Pre-Built Reports

Set of standard reports covering Bookings, Billings, Cash and Revenue metrics.

Custom Reports

Dynamically edit pre-built reports or build a customized report.

Schedule & Share

Schedule automatic report runs and share reports with other Zuora users either in-app or via email.

Standard Subscription Metrics

Transaction logging to calculate subscription metrics including MRR, TCV, and TCB.

Subscription Dashboard

Dashboard that displays key subscription booking trends (available once Orders is turned on)

Chart of Accounts Management

Create a chart of accounts structure in Zuora.

Accounting Close Capabilities

Lock and close accounting periods to prevent changes and improve auditability.

GL Segments Included

GL segmentation will allow customers to get summary journal entries from Zuora that are segmented by configurable "general ledger segments", where the segments can align to any structure that the finance team needs to segment journal entries by. So for example, instead of getting just a simple A/R journal entry, finance teams can get journal entries by product, by subsidiary, by region etc.

File-based GL integration

A file-based manual extract of Zuora data, pre-formatted for upload into general ledgers that have CSV based imports.

Deferred Revenue Reports

A package of capabilities to streamline the process of managing revenue recognition for basic subscription pricing models.

REST API's, including support for legacy SOAP API's

APIs for integration with external systems

Included API Sandboxes

The Zuora sandbox is a nonproduction environment that provides full access to the Zuora API.

Included Other Non-Production Tenants

Non-production tenants, such as Performance Test Environments or Production Copy Environments.

Included Production Tenants

Real-time staging environment where Zuora services are executed for day-to-day business operations

Multi-Entity Management

Manage separate financial processes and operations across different business divisions, legal entities, subsidiaries, geos, or other entity structures in a single Zuora tenant.

Up to 3 Entities

 10 Entities

Advanced Revenue Recognition

Enables Finance > Revenue Workbench in UI where the revenue schedules that require further actions are displayed.

Unlimited Recognition Rules

Create unlimited revenue recognition rules based on your business requirements.

2 Factor Authentication

Ability to provide a 2nd verification beyond username and password when logging into Zuora

Active Subscribers

The threshold of Active Subscribers in Zuora Central by platform edition

Event Triggers

The number of event triggers that you can create in your tenant.

Data Access Control*

(Enables Logical Access Controls)

Data access control allows enterprises with multiple divisions and business units to limit who sees what within the application by assigning them to different nodes within a data access hierarchy.

Single Sign On (SSO)*

The ability for users to login to Zuora with credentials maintained in the customer's central SAML-supported repository.

SMTP Email Server Configuration

Route the outgoing email notifications through your own email server for more control.

EMEA/ANZ

Currency Conversion, FX gain/loss reporting, international payment methods, reporting currency.

All Other Geographies

Currency Conversion, FX gain/loss reporting, international payment methods, reporting currency.

Zuora CPQ

Quotes

Configurable, native force.com quoting capabilities for assisted sales across the subscription lifecycle

360 Sync

Synchronization of Zuora and Salesforce data (products, accounts, subscriptions, invoices, payments, refunds etc).

Zuora Developer Kit

A library of force.com components, classes, and APIs to manage all aspects of subscription commerce, billing, finance.

Guided Selling

Supports assisted sales scenarios for product catalogs with complex pricing and packaging.

Rules Engine

Fully configurable rules engine to automate quoting experience.

Bundling

Create complex edition bundles and offers directly in Salesforce.

Entitlements in Salesforce

View and modify the list of features for a product within a quote or subscription.

Zuora Marketplace Applications

Prebuilt Apps that extend Zuora to meet bespoke requirements unique to customers' industry, geography, and business processes. Specific apps purchased will vary by contract.

Automated GL Connectors

Summary Level Connector to a supported General Ledger.

1 Connector

Tax Connector

Connector to a supported Tax service.

1 Connector

Developer Tools

Access to exclusive tools used by the Zuora GS team to perform mass migration and updates.

Advanced Payment Manager

Collections Window

Configurable Lockbox

Configurable Payment Retry

Notes

Workflow

Yearly allowance of workflow tasks and all allowances listed below for the Workflow product.

200,000 workflow tasks included

1,000,000 workflow tasks included

1,000,000 workflow tasks included

Workflow

Yearly allowance of workflow tasks. Additional workflow tasks can be purchased.

200,000 workflow tasks included

1,000,000 workflow tasks included

1,000,000 workflow tasks included

Email Notifications

Monthly allowance of email notifications.

5,000 included

10,000 included

10,000 included

SMS Notifications

Monthly allowance of US-only SMS notifications.

2,500 SMS included

5,000 SMS included

5,000 SMS included

Taxation

Zuora's out-of-box taxation engine. For customers that have simple tax needs and can maintain tax rate tables themselves.

Bill Runs and Payment Runs

Group customers into multiple segments and automate billing/payments differently per group.

Automated Invoicing

Automatically rate, generate, and deliver invoices in bulk and ad hoc.

Invoice Item Settlement

The ability to apply payments, credit memos, and refunds at the invoice item level.

Credit/Debit Memos

Correct and adjust charge discrepancies on invoices and to manage the balance due on a particular invoice or account.

Unapplied Payments

Create payments for unknown billing accounts, overpaid invoices, or unbilled transactions.

Standard Support

See below for additional details. Includes 24x7 Community, 24x7 service availability monitoring, Live 24x5 global support, designated customer support users, online ticket support, email support, and unlimited included incidents.

SLA and Priority Queue

See below for additional details. Includes all Growth Support features, as well as phone support, standard Salesforce development support, priority queue, application uptime SLA, and support response times SLA.

Advanced SFDC and Payment Gateway Support

See below for additional details. Includes all Growth Support and Enterprise Support features, as well as Advanced Salesforce Gateway support and Advanced Payment Gateway support.

Customer Success Manager

All Zuora customers can receive ad hoc Customer Success Management services. Some customers will receive an assigned CSM at Zuora’s discretion depending on the edition purchased and other factors.

Advanced Salesforce Development Support

If Zuora determines it is likely an issue Customer reports to Zuora was caused by Salesforce’s platform, Zuora will help Customer and Salesforce resolve the issue.

Advanced Payment Gateway Support

If Zuora determines it is likely an issue Customer reports to Zuora was caused by Customer’s chosen payment gateway(s), Zuora will help Customer and the payment gateway(s) resolve the issue.

Customization Support

If Zuora determines it is likely that an issue Customer reports to Zuora was caused by a customization to the Zuora Service, Zuora’s support team will make commercially reasonable efforts to help Customer resolve the issue, free of additional charge.